๐Ÿ‘‹Hello! I'm Abdul Aziz

Finance & Operations Research Analyst

Pricing ยท Inventory ยท Supply Chain ยท Financial Reporting | CPA Candidate

I drive financial and operational analysis for wholesale import and distribution businesses โ€” supporting pricing decisions, inventory control, order fulfillment, and management reporting through QuickBooks, Excel, and data-driven insights.

3+Years of Experience
87k+Lines of Code Written
43+Projects Delivered

Skills.

Soft skills

๐Ÿ“šLearner
โญAttentive
๐Ÿ”„Adaptable
๐Ÿ‘ฅTeamwork
๐Ÿ’กLeadership
๐Ÿ’ฌEmpathy

Technologies and tools

Accounting

๐Ÿ“‹ASC 606
๐Ÿ’ฐRevenue Rec.
๐Ÿ“ŠFin. Reporting
โš™๏ธClose Automation
๐Ÿ“‘US GAAP
๐ŸŒIFRS

Analytics

๐Ÿ“ˆData Analysis
๐Ÿ“ŠPower BI
๐Ÿ“—Excel
๐Ÿ—ƒ๏ธSQL
๐Ÿ”ฎForecasting
๐Ÿ“„Reporting

AI & Automation

๐Ÿค–Machine Learning
โœจPrompt Eng.
๐Ÿง AI Integration
โšกUiPath
๐ŸPython
๐Ÿ”ฌData Science

Experience.

Finance and Operations Research Analyst

Balajee Trade Link, USA

Feb 2025 โ€“ Present

Drive financial and operational analysis for a wholesale import and distribution company by supporting pricing, inventory, order processing, and reporting functions through QuickBooks, Excel, and data-driven decision-making.

Key Achievements:

  • โ€ขPerformed financial and operational analysis to improve pricing, inventory control, and order fulfillment decisions.
  • โ€ขManaged invoice-related and transaction support activities in QuickBooks to maintain organized and accurate accounting records.
  • โ€ขEvaluated product demand, stock levels, and purchasing patterns to support smoother supply chain operations.
  • โ€ขDeveloped Excel reports to track KPIs, sales movement, and product performance for management review.
  • โ€ขAssisted leadership with data-driven insights for customer order planning and business operations.
  • โ€ขImproved coordination between finance and operations by organizing information across purchasing, inventory, and sales workflows.

Accountant

Zoho, India

Jan 2022 โ€“ Jul 2023

Processed journal entries and performed account reconciliations in SAP FI/CO and Oracle NetSuite, maintaining compliance for โ‚น75M of product and service revenue under Indian GAAP and IFRS.

Key Achievements:

  • โ€ขConducted bank reconciliations and prepared aging reports using Tally ERP, covering 75+ accounts, ensuring timely and accurate reporting across multiple business units.
  • โ€ขMonitored revenue recognition and deferred revenue for subscription and service contracts worth โ‚น30M, applying proper accounting standards to ensure precise financial reporting.
  • โ€ขAutomated trial balances and cost accounting processes using Alteryx, consolidating 10+ financial data sources, reducing month-end close time by 15 hours per cycle.
  • โ€ขBuilt dashboards in Zoho Analytics and Adaptive Insights, visualizing expense allocations and revenue trends for 3 business units, improving management decision-making.
  • โ€ขPrepared SOX 404 documentation and validated financial controls for โ‚น60M annual transactions, reducing audit findings and ensuring regulatory compliance.
  • โ€ขCoordinated reporting and consolidation using SAP Business Objects, delivering month-end close for 10+ accounts accurately and on schedule.

Accounting Associate

Zoho, India

Apr 2020 โ€“ Dec 2021

Assisted in audits, performed account reconciliations and journal entries under Indian GAAP and IFRS, supporting accurate financial statements for 15 client accounts.

Key Achievements:

  • โ€ขManaged accounts payable and accounts receivable using Zoho Books, Zoho Finance, and Zoho Expense, handling over 450 invoices monthly with precise billing and reporting.
  • โ€ขPerformed month-end close and variance analysis, reconciling statements using Microsoft Excel advanced functions, reviewing 600+ transactions per month to improve reporting accuracy.
  • โ€ขPrepared payroll documentation and filings using Zoho Payroll and ADP Workforce Now, processing payroll for 350 employees, ensuring statutory compliance including 1099/W-9/W-2 forms.
  • โ€ขExtracted and analyzed financial data using ERP data extraction and SQL, optimizing workflows across 20+ reports monthly, reducing reconciliation errors significantly.
  • โ€ขCollaborated on audits using CaseWare, SharePoint, Microsoft Teams, and Adobe Acrobat, supporting audits for 15 clients and ensuring accurate audit documentation.

Projects.

Accounting & Analytics

Amazon Financial Dashboard

Interactive Power BI dashboard analyzing Amazon's 10-year financial performance with 50+ metrics and trend analysis.

50+

Metrics Tracked

10yr

Data Coverage

Power BI โ€ข Excel โ€ข Financial Analysis

Accounting & Analytics

ESRB Crypto-Assets Risk Dashboard

Comprehensive risk assessment dashboard for cryptocurrency and digital assets with multi-asset monitoring capabilities.

100%

Asset Coverage

Real-time

Risk Updates

Power BI โ€ข Risk Analysis โ€ข Data Visualization

Case Study

Close Cycle Optimization

Streamlined month-end close process through automation and process redesign, reducing cycle time and improving accuracy.

-40%

Cycle Time

99.8%

Accuracy

Process Automation โ€ข Excel โ€ข SQL

Case Study

Revenue Recognition Automation

Developed automated ASC 606 revenue recognition system reducing manual journal entries and improving compliance tracking.

80+

Entries/Month

100%

Compliant

ASC 606 โ€ข Python โ€ข Power BI

Research & Publications.

๐Ÿ“Š

Crypto Fair Value Reliability Score (CFV-RS): An ASC 820โ€“Compliant Method to Select Principal Markets and Pricing Sources for ASC 350-60 Reporting

Journal of Accounting Research โ€ข 2026

Developed ASC 820-compliant methodology for fair value measurement in accounting standards.

๐Ÿฅ

A Governance-Aware Blockchain-Based Healthcare Information System with AI Decision Support

International Journal of Medical Informatics โ€ข 2026

Integrated blockchain technology with AI for healthcare information systems and governance.

โ›“๏ธ

Blockchain Technology Adoption and AI-Driven Decision Support Systems: An Integrated Analysis

Knowledge and Information Systems (Springer Nature) โ€ข 2026

Comprehensive analysis of blockchain adoption combined with AI decision support systems.

๐Ÿ“ˆ

Data Science for Business: Applying Data Mining and Data-Analytic Thinking to Customer Segmentation, Sales Forecasting, and Profitability Analysis

Expert Systems with Applications โ€ข 2026

Applied data science techniques for business analytics and financial decision-making.

Education.

๐ŸŽ“

Degree:

MBA in Accounting & Business Analytics

Aug 2023 โ€“ May 2025

University of Scranton, USA

๐ŸŽ“

Degree:

Master of Commerce (Accounting & Finance)

Dec 2021 โ€“ Jul 2023

Osmania University, India

๐ŸŽ“

Degree:

Bachelor of Commerce (Accounting)

2018 โ€“ 2021

Osmania University, India

๐Ÿ“œ

Credential:

CPA Candidate

Pursuing CPA licensure

United States

Certificates.

Beta Alpha Psi Lifetime Member

Issued May 2025

Honor organization for accounting and finance professionals.

Intuit Academy Tax Preparation Training

Issued Nov 2024

Comprehensive tax preparation and planning training.

Intuit Academy Tax Exam - Level 1

Issued Nov 2024 โ€ข Expires Nov 2025

Tax examination certification demonstrating proficiency in tax preparation.

Blog & Insights.

๐Ÿ“ฐNewsletter #1
Apr 10, 2026

Your Business Is Profitable โ€” But Are You Actually Making Money?

Most small business owners look at their profit number and smile. They should be looking at their cash flow โ€” and asking questions.

Testimonials.

โ˜…โ˜…โ˜…โ˜…โ˜…

"Abdul demonstrated exceptional research capabilities and deep understanding of emerging technologies in accounting. His work on blockchain and smart contracts shows remarkable analytical thinking."

Dr. Riaz Hussain

Professor, University of Scranton

โ˜…โ˜…โ˜…โ˜…โ˜…

"Abdul's contributions to our graduate research program have been outstanding. His ability to synthesize complex financial concepts with modern technology is truly impressive."

Dr. Ahmed Gomaa

Professor, University of Scranton

โ˜…โ˜…โ˜…โ˜…โ˜…

"As Abdul's academic advisor, I've witnessed his growth as a scholar and professional. His dedication to excellence in accounting and finance is exemplary."

Prof. Albert Turano

Professor, University of Scranton

Get in Touch.

Have a project in mind or want to discuss accounting and analytics solutions? I'd love to hear from you.